Notable reactions show earnings still count; Markets higher in line with stimulus-before-election theme as stocks ebb & flow on the unwind and rotation swivel
A sense of caution returns to equity & FX markets; Fear of restrictions rises as Covid-19 infections accelerate; Investors keen to safeguard year-end profits.
Markets fall on Brexit and US stimulus stalemates, but optimism over FDA vaccine approvals and subsequent US rollouts hold stocks and oil in check.
Spooked cross-asset markets find their footing again, but risk may continue to struggle as Covid concerns continue to cast a pall over proceedings
EU mobility restrictions and pre-election dyspepsia are making life mighty uncomfortable for investors these days.
Another week, another 90%+ vaccine, and herd immunity has now become part of the market’s lexicon.
With investors in "what could go wrong now mode", this week could provide a good sentiment gut check
Even as the hunted turn hunters, it doesn't alter the long-term narrative where caution still reigns
Expect to remain stuck in the inflation "lather, rinse and repeat" cycle as the tides of inflation ebb and flow
It’s hugely important that this week's financial data, at a minimum, meets expectations to maintain this ship on an even keel